Creative Planning’s Del Monte Corp DMC Stock Holding History

Creative Planning’s Portfolio DMC Stock Details DMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Sell	77,938 -9,806	-11%	-$345K	﹤0.01%	2020
2026 Q1	$3.53M	Buy	87,744 +25,047	+40%	+$999K	﹤0.01%	1440
2025 Q4	$2.23M	Buy	62,697 +27,254	+77%	+$973K	﹤0.01%	1639
2025 Q3	$1.23M	Buy	35,443 +12,370	+54%	+$438K	﹤0.01%	1927
2025 Q2	$748K	Buy	23,073 +9,307	+68%	+$306K	﹤0.01%	2096
2025 Q1	$424K	Buy	13,766 +3,610	+36%	+$111K	﹤0.01%	2448
2024 Q4	$337K	Buy	10,156 +1,316	+15%	+$42.3K	﹤0.01%	2561
2024 Q3	$261K	Buy	+8,840	New	+$234K	﹤0.01%	2638
2017 Q3	–	Sell	-153	Closed	-$8K	–	2485
2017 Q2	$8K	Hold	153	–	–	﹤0.01%	3739
2017 Q1	$9K	Hold	153	–	–	﹤0.01%	3644
2016 Q4	$9K	Hold	153	–	–	﹤0.01%	3607
2016 Q3	$9K	Buy	+153	New	+$8.88K	﹤0.01%	3574
2015 Q2	–	Sell	-300	Closed	-$12K	–	1721
2015 Q1	$12K	Hold	300	–	–	﹤0.01%	3074
2014 Q4	$10K	Hold	300	–	–	﹤0.01%	3115
2014 Q3	$10K	Sell	300 -2,600	-90%	-$81.3K	﹤0.01%	2934
2014 Q2	$89K	Hold	2,900	–	–	﹤0.01%	1510
2014 Q1	$80K	Hold	2,900	–	–	﹤0.01%	1524
2013 Q4	$82K	Buy	2,900 +2,600	+867%	+$73.3K	﹤0.01%	1315
2013 Q3	$9K	Buy	+300	New	+$8.73K	﹤0.01%	2499

Other funds holding DMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's DMC Position: Q2 2026 in Review

Creative Planning reduced its Del Monte Corp (DMC) stake by 11% in Q2 2026, selling an estimated $345K and leaving 77,938 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Creative Planning first reported a position in DMC in Q3 2013 and has held it in 19 quarters since. The position peaked at $3.53M in Q1 2026. 210 funds tracked by Wall St. Rank hold DMC as of Q2 2026.

Creative Planning held 77,938 shares of Del Monte Corp worth $2.18M as of Q2 2026.
Creative Planning sold 9,806 Del Monte Corp shares in Q2 2026, an estimated $345K.
Del Monte Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2020 holding.
Creative Planning first reported a position in Del Monte Corp in Q3 2013 and has held it in 19 quarters since.
Creative Planning's Del Monte Corp position peaked at $3.53M in Q1 2026.
210 funds tracked by Wall St. Rank held Del Monte Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.